steven did his big announcement of apple a few months ago, there were concerns component orders were slowing down. he highlighted the fact that google and microsoft, when they reached their pe peak, that coincided with peak penetration in their markets. after that pe started to decline. >> look, when walmart put a score in all 50 states, that was a peak in wal mrt. limited, the same thing. that's what you have to watch for. obviously, if they had said on their conference call, we've got this new wij it that you've got to have, i think the discussion would be different. they did not give us the new wijity. they did not give us an acquisition. they gave us no reason to think that, well, you -- i wasn't even focused on saturation if they had given us something. i wouldn't be as focused on saturation if they said, listen, we're building the best. yes, they're building the best.